Biotech Values

[DewDiligence]

Re: HCV genotype-1a vs genotype-1b

They were referring to the classes in general and, again, just to genotype 1b while seeming to acknowledge that [PI+NS5A] probably wouldn't be enough alone for 1a. There was no comment about the ability of the two classes alone against the other genotypes. I imagine ACHN was probably trying to trumpet the potential that their own in-house combos will be sufficient for certain HCV segments (obviously ACHN doesn't have a nuke). Do you buy that statement?

Maybe—see below.

Was the prior data involving the BMY NS5A inhibitor and [BMY’s] PI, where viral breakthrough occurred, solely in genotype 1a?

In BMY’s all-oral cohort, there were 11 patients in all, 9 with genotype-1a and 2 with genotype-1b. Of the 9 genotype-1a patients, 2 had SVR12, 1 relapsed after completing treatment, 6 had viral breakthrough, and 2 never reached undetectable VL. Both of the genotype-1b patients had SVR12 (#msg-55118600, #msg-60946871). Thus, there were not enough data to be definitive; however, the patients with genotype-1b had better results than the patients with genotype-1a, so the data were at least consistent with what ACHN contends.